Jeremy Krulikowski

Christian Wealth Coach
High Ticket Coach
6-figure months

Watch Dr. Fiona's Journey

The Client

Jeremy is a High Performance Wealth Coach who helps Christians wipe out debt and build wealth at record speed.

The Results

+4 Sales staff

1.5x Database growth

885% Year-Over-Year Revenue Growth

Scaled from 5 to multiple 6-figures per month.

The Challenge

Jeremy’s digital transformation journey stated out with himself, his wife, an admin VA and a mindset coach.

They had cobbled together systems to run their business, but things weren’t streamlined.

They couldn’t do certain things like custom payment plans, automatically locking people’s course access if they fell behind in payments, etc.

Also, their data was scattered across multiple systems.

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Webinars in Stealth Seminar

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Courses in Teachable

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Payments in Wave

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Client data in Podio

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And a patchwork of zaps holding it together.

Each new client would require a series of manual steps to process their payment and get them set up access to the course.

His goal was to transform his systems to handle enrolling 20 new clients per month.

As a hig-ticket coach, this would put him close to 6-figure months.

Having built everything internally, they knew that the systems that got them here wouldn’t be able to take them to the next level.

So they jumped on a Built to Scale strategy session to explore their options.

The Solution

After seeing a demo of what’s possible, Jeremy decided to take the plunge and transform his systems.

He dreamed of a day when he could have a sales team handle enrollments, but wasn’t quite ready to take that leap just yet.

Our first step was to streamline and automate their systems using Ontraport as the hub.

We centralized their client data and automations.

Moved him to a custom membership site, integrated his other systems into the CRM, and set up automated workflows for each phase of his client journey.

We launched piece after piece, migrating data and integrating systems.

Jeremy saw the pieces of his new infrastructure coming together and gained the confidence to accelerate his dreams.

He saw how many manual tasks came off his team’s plate.

So Jeremy decided to really go for it.

He blew past his previous dream of enrolling 20 new clients per month.

Within 4 months of launch, Jeremy had hired a sales team and which was converting nealy 80 new clients per month, making well over 6-figures per month!

Now that’s what we call Built to Scale.

Our project milestones included:

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Webinar funnel and front-end funnel pages migrated to Ontraport

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Membership Site with a single login experience

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Web Hosting transferred to our premium servers - for two websites

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Streamlined payment, course delivery and onboarding campaigns for each course in Ontraport

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Streamlined Breakthrough Call automations and Application form with Typeform

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Integrated all Breakthrough coaches with Ontraport for better reporting on enrollment call outcomes

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Customized CRM with segmented lists and custom fields for better data management

ARE YOU READY TO SMARTIFY YOUR BUSINESS?

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